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RBB shares owned by Atria Investments

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in RBB

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All positions including RBB held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 55k 50.04
2023-09-30 $1.0M 21k 50.07
2023-06-30 $1.0M 20k 50.10

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Atria Investments

Top funds holding RBB

LPL Financial
Morgan Stanley
Oxbow Advisors
Renaissance Technologies
Raymond James Financial
Stifel Financial
Independent Advisor Alliance
Raymond James Financial Services Advisors
Envestnet Asset Management
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Private Advisor
Mml Investors Services
Obermeyer Asset Management
Lido Advisors

View all funds holding RBB